David O Stevens

Rita Holder Law In Estate Planning, Retirement Planning And Tax Controversies

Rita Holder Law, located in Walnut Creek and San Francisco, is a well-respected firm specializing in estate planning, retirement planning and tax controversies. Our estate planning services will enable you to manage your assets, your health care, and your bequests in the event of your incapacity or death. Our passion is helping clients design their legacy. It is a priceless gift to your heirs to have planned well. If you have minor children you probably want to name the person or persons to care for them after your death. You probably also want to make sure certain or your relatives DO NOT care for your kids if you die. You must name guardians in your will. If you do not name guardians during your lifetime in your will, the court will decide who will take care of them upon your death. There are different types of conservatorships under the California Probate Code, including general conservatorships and limited conservatorships.

Calone & Harrel Law Group LLP High Quality Legal And Tax Planning Services

For over 50 years, residents and business owners of the San Joaquin and Stanislaus Counties. Our clients include large and small businesses and small and large estate clients. We specialize in the areas: Tax Planning, Estate and Wealth Management planning, Business and Commercial Transactions (Corporate, Partnership, LLCs), Post Mortem Estate and Trust Administration, Real Estate Law, Trust and Estate Litigation and Tax Litigation (and Controversies). We work zealously to provide consistent, high quality legal and tax planning services. At Calone & Harrel Law Group, we have the Experience, Breadth, and Vision that you can rely for expert and aggressive representation. Call us to schedule a consultation.

Lance S. Cox, Attorney at Law with estate planning and tax law

When you're dealing with complex legal situations, a single mistake could have significant long-term consequences. Whether you're starting a business or planning your wills, Lance S. Cox. Attorney at Law has the experience and ability to guide you through even the most complicated legal process. With over 30 years' experience, this highly accomplished probate and IRS attorney has a reputation for providing high-quality legal representation. Visit his office for help creating a legally binding living will, establishing a trust, or starting a new business venture. Lance S. Cox and his helpful staff are also available for all avenues of tax preparation, for business, estates, and individuals alike. Visit Lance S. Cox, Attorney at Law online now to see his extensive list of legal services. Call (513) 528-6000 to schedule a consultation.

The Office of Terrie Bui - Financial Planning, Tax and Insurance

Tax Services: 1. Filing tax returns, 2. Tax strategies (individual and business) Financial Planning and Insurances Services: 1.Tax-Reduction Planning (personal and business) 2.401(k)/403(b)/IRA Rollover: 3% - 11% matching bonus to owners, no fees 3.SEP IRA/SIMPLE IRA/Roth IRA/Pension plans/Tax-Free Retirement plan 4.Guaranteed Lifetime Income Plan 5.Estate Planning & Legacy Preservation (personal and business) 6.Life Insurance: term life (cheapest cost) & permanent life with cash value 7.Long Term Care & Living Benefits & Disability Income Plan 8.Tax-Free College Funding Plan

Safeword Tax Service tax planning, return preparation, and advocacy for members

Providing  of alternative communities. Sex workers, pro-dom(me)s, exotic dancers, burlesque performers, kink retailers, Sex-positive professionals, sex educators, polyamorous families, and LGBTQ individuals.

TaxPlus

"Plan to Reduce Your Income Tax!" Our highly qualified staff has over 50 years of combined personal and business tax planning and preparation experience. Personal and business tax returns.  Federal, state, multi-state, city, sales tax filing and foreign related filings. Filings for business owners, independent contractors, freelancers, and self-employed individuals.  Sole proprietorships, partnership, LLC, Corp., and S-Corp. filings. Tax planning for individuals and businesses, including business entity comparisons and formation. Corporate, small business, and personal accounting. QuickBooks setup and bookkeeping. We also want to help you to understand which forms you must file, the income, payroll and sales taxes you must pay and other procedures you must follow to stay in compliance with the IRS or other government agencies. In affiliation with Untax tax resolution services, we can help resolve any tax problems.  See all Untax services at untax.com. Preparation of back tax returns. Release and modification of bank levies and wage garnishments. As well as negotiation of installment agreements. Offers in compromise for those clients who qualify based on their financial circumstances. Audit representation.

Spies Tax Connections

Tax preparation, tax planning, and tax resolution are all professional services that help individuals and businesses manage their taxes. Tax preparation is the process of preparing taxes by gathering paperwork, calculating taxes due or refundable, and filing returns with relevant tax authorities. Tax planning is an ongoing process of analyzing financial data to identify tax savings and ensure compliance with reporting and payment obligations. Tax resolution is a service that helps taxpayers settle tax debt with the government by developing a payment plan, establishing an Offer in Compromise, or other means. Tax preparation services involve gathering the required documents needed to complete a taxpayer’s tax return and ensuring accuracy when calculating appropriate deductions, credits, and the overall amount due or refundable. Common documents include W-2s, 1099s, pay stubs, bank statements, and investment statements. Professional tax preparers can also provide advice on how to maximize tax savings. Tax planning involves more strategic planning and an ongoing consultation between the taxpayer and their professional advisor. It includes evaluating various options for filing, such as married filing jointly or separately, claiming dependents, and utilizing credits or deductions. Tax planners also consult on topics like estate planning and retirement planning, which can have major implications on taxes. Tax resolution assists taxpayers with resolving different types of tax debt with the government, such as overdue balances, underpayment penalties, and unfiled returns. A qualified tax professional can help taxpayers negotiate with the Internal Revenue Service (IRS) to reduce the total amount of debt owed or to establish a payment plan. This can free taxpayers from the financial burden associated with owing back taxes and help them move forward in their personal and business finances.

Taryn Tax Pro

At Taryn Tax Pro, we understand the importance of having a strong financial foundation. Our team has extensive experience in managing the ongoing financial obligations of businesses, such as tax planning and preparation, bookkeeping, payroll, and IRS resolution services. We also provide our clients with comprehensive business planning, coaching, and strategic consulting services. With our help, you can take the time to focus on the more important tasks of running your business while we manage your finances. We specialize in creating plans that will turn your dreams into reality and keep healthy relationships with our clients. Our goal is to make sure you get the most out of your money so you can enjoy the fruits of your hard work. We have been providing top-notch accounting services to organizations of all sizes and industries for over 20 years. Whether you need help with filing taxes, bookkeeping, payroll, or QuickBooks accounting, our experts are here to assist you. We also offer IRS resolution services to help you resolve any tax-related issues. Don’t let the amount of work required to run your business overwhelm you. Get in touch with us today and find out how we can help you reach your goals.

Asset Preservation Wealth & Tax

Asset Preservation Wealth & Tax is an independent Wealth Management Firm located in the Scottsdale, DC Ranch, Paradise Valley, Fountain Hills, and Phoenix areas. We specialize in providing Tax Planning and Roth Conversions, Financial Planning, Estate Planning, Wealth Management and Insurance services specifically tailored to seniors. Our products and services include Mutual Funds, ETFs, stocks, Bonds, Fixed Annuities, Variable Annuities, and Indexed Annuities. We have been helping our clients since February 1997, providing unique strategies and solutions that have enabled them to enjoy a secure and enjoyable retirement. Our company has managed over $420 million of client nesteggs for over 9,000 households statewide. Our services include Financial advice, Tax Preparation, Estate Planning, Fee-only Financial Advisory, 401(k) rollovers, TSA 403(b) Rollovers, 457(b) Deferred Compensation Plan consulting, IRA Rollovers, Stretch IRA, IRA Maximization techniques, Annuity consulting, and Life Insurance Analysis. We strive to be an industry leader and ensure our clients have consistent growth and safety with lasting success.

Crabb Tax Services

Crabb Tax Services is here to help individuals and businesses in San Diego County minimize their taxes and maximize their refunds. We have an A+ rating with the Better Business Bureau, making us the best tax preparation firm in the area. Our services include tax planning and preparation, offer-in-compromise, installment agreements, lien releases, unfiled tax returns, wage garnishments and releases, business start-ups and incorporations, bookkeeping and payroll. Despite the COVID-19 pandemic, we remain open for business. We have set up a secure encrypted email server that can be utilized if you would like to have your taxes prepared remotely. If this is of interest to you, please call us on 619.947.5972 and request the link. At Crabb Tax Services, we understand how hard it is to pay more taxes than you need to. We specialize in deciphering the tax laws to ensure you take full advantage of them, so you get the maximum refund possible. Call us today to see how we can help you.

My Tax

My Tax was established with the goal of creating a simple and transparent tax preparation process for customers. We believe that your taxes should be yours and that you should feel safe trusting your tax preparer with your financial life. Our team is highly knowledgeable and experienced, providing advice that can help you make informed decisions when it comes to things like financial aid, mortgages, and immigration services. We strive to provide a service that eliminates surprises and offers peace of mind. Our team has the expertise to simplify any tax situation, no matter how complex. From individual and business tax filing to tax planning and compliance, we have the experience and know-how to ensure that you get the most out of your taxes. We take pride in providing top-notch customer service and making sure that our clients understand the entire process. We are committed to helping you achieve your financial goals.

Tax Doors

Tax Doors, LLC is an accounting and consulting firm that provides entrepreneurs with the tools and insights needed to succeed. We specialize in creating tailored accounting platforms and solutions to fit the needs of each business. Our services include tax planning and preparation, payroll solutions, bookkeeping, IT structuring, software implementation, and cloud consulting. Furthermore, we work closely with our clients to ensure they gain a better understanding of the applicable regulations and principles relevant to their industry. Ultimately, this helps our clients make informed decisions that benefit them in the long-term. Our team has extensive experience in accounting and taxation and can provide support throughout the entire process. With our commitment to service and customer satisfaction, we strive to exceed expectations each and every time. Contact us today to find out how we can help.

Paul Montague Tax Preparation

At Paul Montague Tax Preparation LLC, we specialize in providing services tailored for businesses of all sizes, as well as individual returns. Our experts are experienced in dealing with complicated and difficult tax situations, making the process run as smoothly as possible. We understand that being a tax professional is more than just crunching numbers. That’s why we aim to provide our clients with an unparalleled level of service and guidance throughout their entire journey. At Paul Montague Tax Preparation LLC, we want to be your true partner in success. Our experienced team can help you with anything from business set-up and structure, to tax planning and preparation, consulting and advice, and even IRS tax problems. We promise to be there for you every step of the way, ensuring that you have the support you need. At Paul Montague Tax Preparation LLC, we genuinely care about making life easier for our clients. So you can spend more time doing what you love, while we take care of the rest.

Aspen Wealth Planners LLC

Portfolio analysis is a key component of financial planning. It involves reviewing an individual’s current investments and providing portfolio recommendations tailored to the individual’s specific goals and circumstances. As part of this process, tax planning and preparation should be considered to ensure that the most tax-efficient strategies are implemented as part of the investment plan. Insurance review is another important element of portfolio analysis, with the aim of ensuring that adequate coverage is in place for both present and future needs. Goal setting is an essential aspect of any comprehensive financial plan. Financial planners should work with clients to identify their long-term objectives, map out realistic steps to achieve those goals, and track progress against these benchmarks. Cash management and budgeting are two further facets of financial planning which provide guidance on how to save and manage funds on a daily, monthly and yearly basis in order to achieve financial success. Retirement planning is also a fundamental component of any financial planning strategy. It involves assessing current resources and determining appropriate strategies to ensure sufficient resources are sufficient to meet retirement goals. Tax-efficient charitable giving and college funding are other areas that should be included in a comprehensive financial plan. Both of these strategies can help to maximize the benefits of financial resources for both the recipient and their loved ones.